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Clear Rock Advisors’s VanEck Short High Yield Muni ETF SHYD Stock Holding History

Clear Rock Advisors’s Portfolio SHYD Stock Details SHYD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		$228K Hold
10,206
– – 0.1% 69
2024
Q1 		$229K Hold
10,206
– – 0.1% 69
2023
Q4 		$225K Buy
+10,206
New +$222K 0.1% 67

Other funds holding SHYD

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
DWM
Dakota Wealth Management Palm Beach Gardens, Florida $4.62B AUM 33.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
FFA
Fragasso Financial Advisors Sewickley, Pennsylvania $1.88B AUM 23.81% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Clear Rock Advisors's SHYD Position: Q2 2024 in Review

Clear Rock Advisors held its VanEck Short High Yield Muni ETF (SHYD) position steady in Q2 2024 at 10,206 shares worth $228K. The position accounts for 0.1% of the portfolio, ranked #69.

Clear Rock Advisors first reported a position in SHYD in Q4 2023 and has held it in 3 quarters since. The position peaked at $229K in Q1 2024. 113 funds tracked by Wall St. Rank hold SHYD as of Q2 2024.

  • Clear Rock Advisors held 10,206 shares of VanEck Short High Yield Muni ETF worth $228K as of Q2 2024.
  • Clear Rock Advisors left its VanEck Short High Yield Muni ETF share count unchanged in Q2 2024.
  • VanEck Short High Yield Muni ETF made up 0.1% of Clear Rock Advisors's portfolio in Q2 2024, its #69 holding.
  • Clear Rock Advisors first reported a position in VanEck Short High Yield Muni ETF in Q4 2023 and has held it in 3 quarters since.
  • Clear Rock Advisors's VanEck Short High Yield Muni ETF position peaked at $229K in Q1 2024.
  • 113 funds tracked by Wall St. Rank held VanEck Short High Yield Muni ETF as of Q2 2024.

Based on Clear Rock Advisors's 13F filing for Q2 2024, filed 3 Sep 2024.